Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,909 | $98,776+306.9% | $149,745+168.4% | $79,856+403.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.36% | 27.38%-19.0pp | 276.72%-268.4pp | 31.71%-23.3pp |
| Employer contribution / active EE | $2,996 | $3,217-6.9% | $4,646-35.5% | $2,471+21.3% |
| Participant deferral / active EE | $5,237 | $5,681-7.8% | $6,843-23.5% | $3,741+40.0% |
| Admin fee / account holder | $13,652 | $6,053+125.6% | $9,312+46.6% | $5,306+157.3% |